Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 39,610 shares of DFAE stock, worth $1.02 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
39,610
Previous 39,252
0.91%
Holding current value
$1.02 Million
Previous $975 Million
5.1%
% of portfolio
0.57%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
451Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$327 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$133 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$95.8 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$89.8 Million3.68% of portfolio